The PE&VC industry plays a crucial role in the economic development of Brazil, providing strategic capital and management support to companies at various stages of maturity. These investments drive innovation, competitiveness, and the modernization of key sectors of the economy, contributing to the creation of companies and businesses.
AGV Logística
AGV Logística, one of the largest providers of 3PL logistics services in Brazil, underwent a major transformation with the investment from Kinea. Operating under an "asset-light" model, the company implemented segmented governance, split its operations into two business units – AGV Health & Nutrition and FMCG – and made significant investments in technology. These efforts resulted in an 80% increase in EBITDA, an expansion of 8.4 percentage points in the margin, and a 7.8-fold increase in net profit, culminating in the distribution of R$92 million in dividends during the investment period. Currently, AGV continues to focus on integrated logistics and is expanding its presence in strategic markets across Brazil.
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App Prova
App Prova, an educational testing platform aimed at improving students' performance in important exams, also stood out with the support of e.Bricks Ventures. The company's recurring revenue grew from R$850 thousand to R$3 million in two years, and its team expanded from 8 to 50 employees. The case culminated in the acquisition by SOMOS Educação, which integrated the platform into its education system.
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BR Supply
BR Supply, a specialist in corporate supply chain management, achieved impressive results with the support of CRP. Between 2010 and 2016, its revenue grew by 500% and EBITDA increased by 701%. The implementation of board of directors and governance improvements ensured greater scalability and stability for the business, which became a reference in the sector. Currently, the company continues to consolidate its leadership in the supply chain management segment, serving large corporations.
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Burguer King Brazil
Burger King Brasil was transformed by Vinci Partners from a greenfield project with just over 100 stores into an operation with more than 800 units by 2019. The aggressive expansion plan, which included robust governance and efficient processes, resulted in a net revenue of R$2.3 billion in 2018, with an average annual growth of 45% since 2012, as well as an EBITDA of R$288 million in the same year. In December 2017, the company went public on B3, consolidating itself as one of the main players in the out-of-home food sector.
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Celesc
Celesc, the state-owned energy company from Santa Catarina, was supported by Angra Partners in its journey to improve governance and operational efficiency. During the investment period, the ROIC increased from 5% to 12% per year, and the DEC indicator, which measures power interruptions, dropped from 14.7 hours to 10.7 hours. The divestment was completed with the sale of the stake to EDP Brasil. The state-owned company remains one of the main electricity distributors in Brazil and continues to be listed on B3, playing a significant role in the energy sector. Currently, Celesc remains focused on modernizing its infrastructure and enhancing services for consumers.
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A Forno de Minas
Forno de Minas, a pioneer in frozen cheese bread, diversified its portfolio to include croissants, waffles, and stuffed dough with the support of Crescera. Between 2010 and 2017, revenue grew from R$64 million to R$377 million, with an EBITDA of R$42 million in 2017. The case concluded with the sale of the company to McCain, consolidating its position in the frozen food market. Under the new management, Forno de Minas further expanded its presence in the international market.
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Grupo São Francisco
Grupo São Francisco, one of the largest healthcare groups in Brazil, was supported by Gávea Investimentos in its expansion and governance improvements. Over three years, revenue more than doubled, the number of its own hospitals quadrupled, and EBITDA margin grew by 40%. The period included 11 strategic acquisitions. In 2019, the group was acquired by Hapvida, one of the largest health plan operators in Brazil. Its units and services continue to operate under the new management, with expanded operations and structural improvements.
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Mãe Terra
Mãe Terra, an organic food producer, was professionalized with the support of BR Opportunities, now X8 Investimentos, expanding its distribution channels and introducing higher value-added products, such as cereal bars and granolas. The company achieved a revenue growth of 35% per year and was sold to Unilever, consolidating its expansion in the healthy products market.
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Mosyle
Mosyle, an EdTech startup, grew significantly with the investment from DGF. The company internationalized its operations and focused on the mobile device management (MDM) market. Between 2015 and 2018, its revenue soared from R$2 million to R$17.4 million, with EBITDA growing from negative to R$9 million. The success was driven by its focus on the educational market and global expansion. Currently, the company continues to grow in the North American market, consolidating its position as a leader in educational technology.
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Total Voice
Total Voice, a leader in VoIP telephony, was acquired by Zenvia with the goal of expanding services such as API calls and automated voice messages. With the support of Bossa Nova, the company reached over 1,000 clients in 2018, registering an average monthly growth of 7.17% and a gross margin of 49.13% before the divestment. The company was integrated into Zenvia after its acquisition, and currently, Total Voice's communication solutions remain part of Zenvia's portfolio.
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Yller Biomateriais
Yller Biomateriais, a manufacturer of dental materials, expanded its production and market with the support of Crescera. Its products are now sold through over 400 distributors in Brazil, with exports to more than 20 countries. Revenue grew by 300% in 2017 and 26.5% in 2018, reaching R$4.5 million, consolidating its presence in the dental sector. Currently, Yller continues to operate and expand its presence in the dental market, exporting products to over 20 countries.
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